Nvidia (NVDA) Investment Thesis – Long-Term Outlook Nvidia has evolved far beyond its GPU roots, becoming a foundational enabler of accelerated computing across AI, data centers, autonomous vehicles, and more. Its position at the intersection of multiple tech megatrends—AI, HPC, robotics, gaming, and edge computing—gives it unmatched leverage in shaping the digital economy.Read more

ChargePoint (CHPT) Investment Thesis – Long-Term Outlook ChargePoint is one of the most established names in the EV charging ecosystem, with a strong footprint across Level 2 commercial and fleet infrastructure. While it doesn’t focus heavily on DC fast charging like some peers, its strategy emphasizes widespread workplace, multi-unit dwelling, and fleet solutions—crucial segments in an electrifying economy.Read more

EVgo is a pure play on U.S.-centric fast charging—the kind of infrastructure critical for mass EV adoption, especially as more drivers demand quick, convenient recharging away from home. Here’s how I see their trajectory: 3 Years (2028): By this point, EVgo should have dramatically expanded its DC fast-charging network, with many more strategic partnerships—think automakers, fleet operators, retailers.Read more

Blink Charging is a long-term, high-risk play — but I’m in it because I believe EV infrastructure is still in its early innings. Here’s how I see it: 3 Years (2028): Blink is still scaling.Read more